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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,864 | $99,011-88.0% | $86,582-86.3% | $147,586-92.0% |
| Participation rate | 94.4% | 76.3%+18.1pp | 73.5%+20.9pp | 82.8%+11.6pp |
| Annual return | 19.90% | 1312.75%-1292.9pp | 965.08%-945.2pp | 578.59%-558.7pp |
| Employer contribution / active EE | $1,122 | $3,132-64.2% | $2,839-60.5% | $4,876-77.0% |
| Participant deferral / active EE | $4,623 | $3,972+16.4% | $3,609+28.1% | $5,439-15.0% |
| Admin fee / account holder | $102 | $5,709-98.2% | $4,904-97.9% | $10,886-99.1% |